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Lithium & Battery Materials

Lithium, nickel, cobalt, graphite, and the refined chemicals made from them are the inputs to every rechargeable cell. Prices swing violently, because a new mine takes years to open while demand moves with vehicle sales.

47 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
51	Swiss National Bank Zurich, Switzerland	$42.9M	+$8.55M	2	0.05%	Increased
52	Royce & Associates New York	$42.8M	-$973K	1	0.28%	Reduced
53	New York State Common Retirement Fund Albany, New York	$42.7M	+$3.21M	5	0.06%	Increased
54	T. Rowe Price Associates Baltimore, Maryland	$42.4M	+$5.6M	2	0.01%	Increased
55	Edge Asset Management Seattle, Washington	$40.3M	-$8.89M	1	0.3%	Reduced
56	ABC Anchor Bolt Capital Chicago, Illinois	$37M	-$32.9M	1	1.24%	Reduced
57	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$35.4M	-$11.5K	1	0.05%	Reduced
58	BAMCO Inc New York	$35M	-$1.25M	1	0.19%	Reduced
59	AEGON Asset Management (UK) Edinburgh, United Kingdom	$34.1M	+$30.3M	1	0.92%	Increased
60	Credit Suisse Zurich, Switzerland	$33.4M	+$9.85M	3	0.03%	Increased
61	Global X Management Company New York	$33.1M	+$5.89M	3	1.17%	Increased
62	State of New Jersey Common Pension Fund D Trenton, New Jersey	$32.4M	$0	2	0.14%	Maintained
63	Fuller & Thaler Asset Management San Mateo, California	$32.4M	+$2.32M	1	0.44%	Increased
64	Renaissance Technologies New York	$30.4M	-$1.94M	3	0.04%	Reduced
65	UBS AM Chicago, Illinois	$30.2M	+$2.53M	2	0.03%	Increased
66	Hardman Johnston Global Advisors Stamford, Connecticut	$30M	-$216K	1	1.35%	Reduced
67	Two Sigma Advisers New York	$29.9M	+$10.1M	4	0.1%	Increased
68	HCM Hahn Capital Management Walnut Creek, California	$29.5M	-$472K	1	2.84%	Reduced
69	BAM Baring Asset Management London, United Kingdom	$29.2M	-$7.37M	2	2.04%	Reduced
70	RCIM Russell Clark Investment Management London, United Kingdom	$28.7M	+$20.4M	2	4.8%	Increased
71	BCM Barometer Capital Management Toronto, Ontario, Canada	$28.7M	+$26.5M	2	2.49%	New
72	Zurich Cantonal Bank Zurich, Switzerland	$28.6M	+$1.26M	3	0.28%	Increased
73	Robeco Schweiz Zurich, Switzerland	$27.6M	+$577K	3	2.35%	Increased
74	Boston Partners Boston, Massachusetts	$27.5M	+$2.87M	3	0.04%	Increased
75	STRS Ohio Columbus, Ohio	$27M	-$4.96K	3	0.12%	Reduced